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Records can be created in various ways. You can add a brand new record to your application or copy an existing one. Existing rules can be specialized by creating a copy into a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. Data instances may be copied but do not support specialization as they are not versioned.
Based on your use case, the Create, Save As or Specialization form is used to create the record. The number of fields and available options vary by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:
This help topic then identifies the key parts and options that are applicable to the record type you are creating.
Create a circumstance template rule by selecting Circumstance Template from the Technical category.
NOTE: You must create at least one instance of a circumstance template rule before you create a circumstance definition rule.
A circumstance template rule has two key parts:
Field |
Description |
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Apply to |
Select the class to which this rule applies. |
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Identifier |
Enter a unique name for this rule within this class, beginning with a letter and using only alphanumeric, underscore, and dash characters. This key corresponds to the Template Name key used by a circumstance template rule in the same Apply to class. |
For information on how circumstance template and circumstance definition rules are used in multivariate circumstancing, see PDN article How to create a rule with multiple circumstance properties.
Circumstance Template rules
About Circumstance Template rules